Ferguson Wellman Capital Management’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $343K | Hold |
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|
2025
Q2 | $289K | Buy |
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|
2025
Q1 | $235K | Sell |
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|
2024
Q4 | $274K | Sell |
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|
2024
Q3 | $289K | Sell |
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|
2024
Q2 | $292K | Sell |
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|
2024
Q1 | $298K | Sell |
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|
2023
Q4 | $303K | Sell |
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|
2023
Q3 | $323K | Sell |
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|
2023
Q2 | $352K | Sell |
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|
2023
Q1 | $439K | Sell |
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|
2022
Q4 | $602K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $698K | Sell |
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|
2020
Q3 | $552K | Sell |
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|
2020
Q2 | $990K | Sell |
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|
2020
Q1 | $1.78M | Sell |
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|
2019
Q4 | $8.84M | Buy |
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|
2019
Q3 | $7.65M | Buy |
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